Unclaimed
John Peter Newhouse is a financial professional with over 14 years of experience in the industry. John is currently registered with Integrated Advisors Network LLC, where has been active since 2015. Prior to this, John worked with FIRST ALLIED SECURITIES, INC. and ROYAL ALLIANCE ASSOCIATES, INC. John specializes in providing financial planning, portfolio management, and selection of other advisers to individual and business clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OK
09/17/2015 - Present
Integrated Advisors Network LLC (Edmond OK)
OK
05/18/2011 - 07/06/2015
FIRST ALLIED SECURITIES, INC. (BROKEN ARROW OK)
OK
04/13/2009 - 11/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BROKEN ARROW OK)
BOTH
Issued 05/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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